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Steward Partners Investment Advisory, LLC: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on USB, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 56,496 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,496 shares
    Change vs previous 13F -6,130 shares

    0.02% of the 13F portfolio, value $3,412,352.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,626 shares
    Change vs previous 13F +6,175 shares

    0.02% of the 13F portfolio, value $3,257,197.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,451 shares
    Change vs previous 13F -8,517 shares

    0.02% of the 13F portfolio, value $3,012,218.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,968 shares
    Change vs previous 13F +5,498 shares

    0.02% of the 13F portfolio, value $3,139,920.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,470 shares
    Change vs previous 13F -6,490 shares

    0.02% of the 13F portfolio, value $2,691,007.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,960 shares
    Change vs previous 13F +1,492 shares

    0.02% of the 13F portfolio, value $2,784,842.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,468 shares
    Change vs previous 13F +26,251 shares

    0.03% of the 13F portfolio, value $3,083,532.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,217 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,747,646.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).